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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,310 | $58,587-31.2% | $83,322-51.6% | $64,173-37.2% |
| Participation rate | 73.0% | 72.0%+0.9pp | 77.8%-4.8pp | 69.6%+3.4pp |
| Annual return | -6.60% | 9.65%-16.3pp | 10.64%-17.2pp | 7.63%-14.2pp |
| Employer contribution / active EE | $405 | $2,098-80.7% | $3,379-88.0% | $2,381-83.0% |
| Participant deferral / active EE | $1,722 | $4,654-63.0% | $5,565-69.1% | $3,470-50.4% |
| Admin fee / account holder | $707 | $9,279-92.4% | $7,540-90.6% | $4,887-85.5% |